Welch Group’s Vanguard Morningstar Mega Cap Value ETF MGV Stock Holding History

Welch Group’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$421K	Hold	2,616	–	–	0.01%	214
2026 Q2	$428K	Sell	2,616 -197	-7%	-$30.6K	0.01%	209
2026 Q1	$408K	Sell	2,813 -259	-8%	-$38.4K	0.02%	205
2025 Q4	$434K	Hold	3,072	–	–	0.02%	192
2025 Q3	$423K	Sell	3,072 -75	-2%	-$10K	0.02%	190
2025 Q2	$413K	Buy	3,147 +325	+12%	+$40.8K	0.02%	177
2025 Q1	$359K	Buy	+2,822	New	+$365K	0.02%	182

Other funds holding MGV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Black Diamond Financial Towson, Maryland $1.18B AUM 15.24% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $582M AUM 12.38% 1-Year Est. Return

Bernardo Wealth Planning Harleysville, Pennsylvania $1.18B AUM 11.59% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Braeburn Wealth Management Muskegon, Michigan $236M AUM 48.75% 1-Year Est. Return

Integrated Capital Management (Michigan) Bloomfield, Michigan $274M AUM 22.44% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

Welch Group's MGV Position: Q3 2026 in Review

Welch Group held its Vanguard Morningstar Mega Cap Value ETF (MGV) position steady in Q3 2026 at 2,616 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #214.

Welch Group first reported a position in MGV in Q1 2025 and has held it in 7 quarters since. The position peaked at $434K in Q4 2025. 242 funds tracked by Wall St. Rank hold MGV as of Q3 2026.

Welch Group held 2,616 shares of Vanguard Morningstar Mega Cap Value ETF worth $421K as of Q3 2026.
Welch Group left its Vanguard Morningstar Mega Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mega Cap Value ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #214 holding.
Welch Group first reported a position in Vanguard Morningstar Mega Cap Value ETF in Q1 2025 and has held it in 7 quarters since.
Welch Group's Vanguard Morningstar Mega Cap Value ETF position peaked at $434K in Q4 2025.
242 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Value ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.